Connect4 is built for individuals or small teams. Every organisation has an account owner who can invite managers (i.e. colleagues) to Connect4 to start creating their own Pods for clients or internal meetings.
Creating an organisation
In order to create a Pod you need to first create an Organisation.
To create an organisation simply select 'Get Started' or 'My organisation' in the header bar.
Select 'Add an organisation':
Add the organisation name and website address (if you have one).
How do I add my colleagues into my Organisation Account?
Firstly it is important to understand user permissions.
Connect4 has three user levels specific to every Organisation:
There is one Account Owner who manages the billing and has the ability to delete users associated with the Organisation. Normally the business owner.
There are an unlimited number of Managers per Organisation who are invited to join an Organisation by the Account Owner or another Manager.
Then there are Attendees who are only invited into Pods as attendees.
You will likely want to invite your own team as Managers and those external - clients, customers, partners, prospects, mentees would be invited directly into Pods as attendees.
Adding a Manager to your Organisation
Adding a Manager to Connect4 is simple. Go to 'My Organisation' in the top header and select 'Add manager' and add your teams email addresses. You have the option of giving each Manager the ability to invite other Managers into the Organisation.
The benefit of being a Manager is the ability to create new Pods and access the Organisations saved templates.
Once invited they will receive an email to create their Connect4 profile.
Can I create more than one Connect4 Organisation?
Yes, you can 'Add an Organisation' for as many Organisations as you require. When creating a new Pod you will be asked which Organisation you want that Pod to be associated with.
However remember billing and template sharing is done at the Organisation level.
What does deleting an Organisation do?
Deleting an Organisation will delete all associated Managers access to Pods they have created and all meeting summaries or saved resources i.e. be sure you want to delete an Organisation before going ahead! You will continue to have access to any Pods you are an Attendee of.
You will need to confirm the warning message that appears in order to confirm the action:
If you have any questions as always you can click on the yellow icon on the bottom right of your screen and type a question.